Carlos

Demonstrated experience with Calendar Management.

Demonstrated experience with Appointment Scheduling.

Demonstrated experience with Client Communication.

Demonstrated experience with Neos.

Demonstrated experience with Salesforce.

Managed inbound and outbound customer communications, scheduling roof inspection appointments, and following up on inspection outcomes and completed projects.. Built strong customer relationships through consistent follow-up, answering questions, and providing exceptional customer service.. Prepared and presented estimates and project quotes using Xactimate and supplier pricing.. Researched and compared material costs from multiple suppliers to ensure competitive pricing and cost-effective purchasing decisions.. Purchased project materials and coordinated orders to support timely project completion.. Processed customer payments and maintained accurate payment records.. Assisted the Branch Manager with daily administrative operations, including calendar management, scheduling meetings, and coordinating client appointments.. Managed email correspondence, responded to general inquiries, and handled professional communications on behalf of management.. Coordinated Zoom meetings, conference calls, and phone communications with clients, vendors, and team members.. Scheduled appointments and meetings for the Branch Manager while ensuring efficient time management.. Assisted with the setup, implementation, and management of business applications and operational software used by the Branch Manager.. Maintained organized records, supported office operations, and collaborated with internal teams to improve workflow efficiency.. Demonstrated strong organizational, multitasking, customer service, and communication skills while managing multiple priorities in a fast-paced environment.

Managed CEO’s calendar and scheduled high-priority meetings. Communicated with clients via phone and email for appointment setting. Maintained accurate digital records for legal and medical clients. Used Neos CRM and HIPAA portals for secure documentation. Prepared reports and presentation files for internal use

Made outbound calls to government entities. Scheduled follow-ups with clients and updated CRM. Prepared legal documents for court submission. Converted and organized client documentation (PDF/Word)

Supported clients and staff with user profiles, portals, and connectivity

Provided interpretation for insurance, medical, and financial services

Managed user systems, email campaigns, and server access

Led telecom support teams across multiple countries (Claro, Parago, TSTT)